Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,396,404
+$2,101,794 QoQ
Shares Held
145,187
+20.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#443
of 2,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026M&G PLC holds $32,621,600 across 5 Capital Markets names. SCHW ranks #2 (41.1% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,396,404 | 145,187 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $11,294,610 | 120,181 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,751,815 | 97,606 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $8,733,022 | 91,474 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $10,478,731 | 114,848 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,128,336 | 129,386 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,933,104 | 134,213 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,470,620 | 146,129 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $10,355,582 | 140,529 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,505,966 | 159,054 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||